Financial Specialist Services

As a Private member at Yorkshire Bank, we pull out the stops for you and make sure there is always specialist advice and support when you need it. That’s why in addition to our financial planning service, investment, retirement, protection and inheritance tax planning, we can also offer the following specific advice to meet your individual needs:

Tax advice
We know that tax planning takes more than a spare moment as it can be a labour-intensive matter. It also requires expert knowledge to get things right, so why not let us take care of things for you? Through our relationship with Deloitte Private Client Services, one of the UK’s top accountancy firms, we:

• Can save you time
• Offer you specialist knowledge in relation to taxation services
• Give you peace of mind that you will not be paying more tax than necessary

Will writing and estate planning
Even though it may be the last thing on your mind, preparing a Will is one of the most important things you must do. Working together with Mazars CYB Services, we can provide Yorkshire Private members with a range of confidential Will writing and Trustee services.

By appointing Yorkshire Bank as your executor, you can relax and enjoy peace of mind both now and in the future.

Share dealing
Buying and selling UK quoted stocks and shares has never been easier with Yorkshire Sharedeal - provided by Barclays Stockbrokers. One telephone call is all it takes to get direct access to the stock market. We pride ourselves on providing excellent service and allow you to speak directly to a dealer in a quick, cost-effective and convenient manner. Costs are dependent on type and value of transaction. For more information call 0845 606 6700 (open 8am - 6pm Mon to Fri).

You also get access to:

• Barclays Stockbrokers Price Improver – an exclusive service which gives you the chance to beat the price displayed on the London Stock Exchange
• Stocktrade nominee company service – a custody and administration service for investors who wish to continue making their own investment decisions. Shares are held in the Nominee Company name with all administration handled by Stocktrade.

Discretionary portfolio management
At Yorkshire Private we have a referral relationship with Tilney Investment Management.  This means they will provide discretionary investment services for our members who have, or wish to have, direct share portfolios managed on a discretionary basis by an investment manager.

For more information, talk to a Private Partner today:

Or call 0800 783 1314 (Open 8am – 6pm Mon-Fri)